Insights

Client-Centric Growth Center for Wealth Management's focus on client feedback as a measure of success indicates a strong commitment to personalized service and long-term client relationships, which can be leveraged to offer tailored financial solutions and technology tools that enhance client engagement.

Regional Expertise With origins rooted in the local community and a disciplined approach to wealth management, the firm has a solid foundation for expanding digital marketing and outreach initiatives aimed at similarly sized and community-focused investors across broader geographic areas.

Technology Stack Utilizing modern digital tools like Cloudflare CDN, Bootstrap, and Google Maps, the company is well-positioned to adopt advanced fintech integrations or client-facing platforms that can streamline investment management and improve user experience.

Financial Persona Operating within a revenue range of 1 to 10 million dollars with a small team, there is potential to upsell scalable financial software solutions, compliance tools, or premium research services tailored for small to midsize wealth management firms aiming for growth.

Competitive Position As an affiliate of LPL Financial and comparable to mid-tier competitors, Center for Wealth Management can benefit from partnerships or technology solutions that enhance operational efficiencies and differentiate their offerings in a competitive landscape of independent financial advisors.

Center For Wealth Management Tech Stack

Center For Wealth Management uses 8 technology products and services including Cloudflare CDN, FMG Suite, JSON-LD, and more. Explore Center For Wealth Management's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • FMG Suite
    Content Marketing
  • JSON-LD
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Google Maps
    Maps
  • Site24x7
    Real User Monitoring
  • Bootstrap
    UI Frameworks
  • AddThis
    Widgets

Media & News

Center For Wealth Management's Email Address Formats

Center For Wealth Management uses at least 2 format(s):
Center For Wealth Management Email FormatsExamplePercentage
First.Last@lpl.comJohn.Doe@lpl.com
91%
First.L@lpl.comJohn.D@lpl.com
4%
F.Last@lpl.comJ.Doe@lpl.com
2%
FLast@lpl.comJDoe@lpl.com
1%
FirstLast@lpl.comJohnDoe@lpl.com
1%
Last.First@lpl.comDoe.John@lpl.com
1%
First@centerforwealthmanagement.comJohn@centerforwealthmanagement.com
50%
First@centerforwealthmanagement.comJohn@centerforwealthmanagement.com
50%

Frequently Asked Questions

Where is Center For Wealth Management's headquarters located?

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Center For Wealth Management's main headquarters is located at 4355 Ferguson Drive Suite 200 Cincinnati, Ohio 45245 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Center For Wealth Management's phone number?

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You can contact Center For Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Center For Wealth Management's official website and social media links?

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Center For Wealth Management's official website is centerforwealthmanagement.com and has social profiles on LinkedIn.

What is Center For Wealth Management's SIC code NAICS code?

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Center For Wealth Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Center For Wealth Management have currently?

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As of February 2026, Center For Wealth Management has approximately 3 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Financial Director/IFA: I. M.Weatlth Manager, Aif®: R. D.Financial Advisor: C. W.. Explore Center For Wealth Management's employee directory with LeadIQ.

What industry does Center For Wealth Management belong to?

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Center For Wealth Management operates in the Financial Services industry.

What technology does Center For Wealth Management use?

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Center For Wealth Management's tech stack includes Cloudflare CDNFMG SuiteJSON-LDModernizrGoogle MapsSite24x7BootstrapAddThis.

What is Center For Wealth Management's email format?

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Center For Wealth Management's email format typically follows the pattern of First.Last@lpl.com. Find more Center For Wealth Management email formats with LeadIQ.

Center For Wealth Management

Financial ServicesOhio, United States2-10 Employees

The financial professionals at Center for Wealth Management provide wealth management and investment planning services for individuals, trusts, corporate and qualified pension accounts through LPL Financial.Center for Wealth  Management was founded as a financial services firm offering professional wealth management to midsize investors, primarily in our local community. Over the ensuing years our disciplined approach to equity investing, market evaluation and risk management attracted a growing number of large individual investors and employee benefit plans seeking to preserve capital, accumulate wealth and control risk.

Today we are a team of skilled professionals that uses our original concept to manage the wealth entrusted to us by individuals and corporations from coast to coast. We are proud to add that we can measure our success by the feedback we receive from our clients. Our approach has resulted in noteworthy expansion and validates that our clients are pursuing their objectives with consistency.

 We are associated with LPL Financial, the nations #1 Independent Broker/Dealer based on revenues according to Financial Planning magazine 1996-2013.

Section iconCompany Overview

Headquarters
4355 Ferguson Drive Suite 200 Cincinnati, Ohio 45245 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Center For Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Center For Wealth Management's revenue is estimated to be in the range of $1M$10M

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